+14.7%
NWSA vs VT
+53.4%
-38.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.6% |
| 7D | -9.4% | -2.3% | -7.1% | -6.8% |
| 30D | -7.8% | -5.0% | -2.8% | -2.8% |
| 3M | -10.8% | -4.9% | -5.9% | -6.1% |
| 6M | +1.1% | -1.5% | +2.6% | +1.9% |
| YTD | +1.8% | +8.5% | -6.7% | -7.7% |
| 1Y | +6.0% | +11.4% | -5.4% | -6.6% |
| 3Y | +24.6% | +70.1% | -45.5% | -32.7% |
| All | +14.7% | +53.4% | -38.8% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling